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Tortoise Investment Management’s Donaldson DCI Stock Holding History

Tortoise Investment Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5
Closed -$409 – 525
2025
Q3 		$409 Buy
5
+1
+25% +$75 ﹤0.01% 1212
2025
Q2 		$277 Buy
+4
New +$269 ﹤0.01% 1179

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Tortoise Investment Management's DCI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Donaldson (DCI) in Q4 2025, closing a stake of 5 shares — an estimated $409 sold.

Tortoise Investment Management first reported a position in DCI in Q2 2025 and held it in 2 quarters. The position peaked at $409 in Q3 2025. 620 funds tracked by Wall St. Rank hold DCI as of Q4 2025.

  • Tortoise Investment Management reported no remaining Donaldson position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 5 Donaldson shares in Q4 2025, an estimated $409.
  • Tortoise Investment Management first reported a position in Donaldson in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Donaldson position peaked at $409 in Q3 2025.
  • 620 funds tracked by Wall St. Rank held Donaldson as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.